Add new client lead from onboarding form submissions

Your onboarding form responses often go untriaged, causing outreach delays and missed clinic intake opportunities. Get leads to your intake queue for same-day follow-up.

Overview

When onboarding submissions sit unprocessed, you miss timely outreach and slow client setup; this flow converts every form response into a lead in your intake queue within minutes. That lets founders and intake coordinators begin same-day outreach and prioritize high-fit prospects before kickoff.